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Signature Workshop

What if AI could do this for you?

A working session where your leadership team asks the what-if questions about the challenges you thought were unsolvable, and designs an AI automation that solves one. Not a demo. Not a roadmap. A real automation, scoped and designed in the room.

FormatHalf-day or full-day
DeliveryOn-site or virtual
AudienceYour leadership team
OutcomeA designed AI automation

Every leadership team has a list of things they have given up on. The workflow that cannot be automated. The report that cannot be generated in time. The bottleneck everyone has learned to live around.

This workshop starts with that list. We take each challenge and ask the question no one has actually asked yet: what if AI could do this for you? Not hypothetically. We test it against what AI can carry today, design the automation that would solve it, and leave with a real solution scoped on paper.

The challenges you stopped trying to solve are the ones AI is best positioned to carry. The workshop is how you find out which ones, and design the automation in the room.

This is not a strategy session and it is not a demo. It is a working session built around possibility. Your team leaves having worked through the what-if scenarios they have been avoiding, and with at least one challenge they thought was unsolvable now designed as a working automation.

The Format

Built around your team and your hardest problems

01

Half-day session

About four hours. Enough to surface the unsolvable list, ask the what-if questions, and design one automation end to end.

02

Full-day option

Six to eight hours. For teams who want to design more than one automation in the room, or who bring a longer unsolvable list.

03

On-site or virtual

On-site at your facility when the room matters. Virtual when your team is distributed. Same working session, same output.

04

Up to twelve people

Your leadership team and the operational leads who own the problems. Small enough to decide, big enough to align.

What We Do In The Room

Four moves, in order

We do not skip steps. Each one builds on the last, and by the end your team has a real automation designed for a challenge they walked in thinking could not be solved.

STEP 01

Name the unsolvable list

We start with the challenges your team has given up on. The workflow that cannot be automated. The report that cannot be turned around in time. The bottleneck everyone works around. We get them on the wall, named, and visible.

These are the problems no one brings to vendors because the answer has always been no. That is exactly where we start.

STEP 02

Work through a what-if scenario

For each challenge, we run a structured what-if scenario. A simple methodology we use in the room: name the challenge, imagine AI carrying it, then sketch what that actually looks like. The scenario, the inputs, the output, the handoff. We let the room imagine before we test against reality.

This is the part most teams skip. They go straight to what is possible and never work through what would be transformative.

STEP 03

Stress-test against today

We take the what-if scenarios and test them against what AI can actually carry today. Proven, deployed capability with evidence behind it. Some challenges are solvable now. Some are closer than you think. Some genuinely need to wait.

The point is to know which is which, with reasons, not guesses.

STEP 04

Design the automation

We pick the challenge with the clearest path and design the actual AI automation that solves it. Steps, inputs, logic, outputs, the human handoff. By the end of the session it is on paper, scoped, and ready to build.

You walk out with a designed automation, not a recommendation to explore one.

What You Walk Away With

A designed automation, and a reconsidered list

Whether we work together again or not. The workshop is designed to stand on its own.

Deliverable 01

A designed AI automation

One challenge from your unsolvable list, now designed as a working automation. Steps, logic, inputs, outputs, and the human handoff. Ready to build.

Deliverable 02

The unsolvable list, reconsidered

Every challenge you brought, sorted into solvable now, closer than you think, and genuinely needs to wait. With reasons, not guesses.

Deliverable 03

A roadmap for the rest

The challenges that passed the stress test, sequenced by value and effort. The next two or three to design after the first one ships.

Deliverable 04

Internal alignment

Your leadership team asked the what-if questions together, tested them together, and chose the first automation together. That is the hard part, done.

Who It Is For

Teams with a list of problems they stopped trying to solve

Not the team that has never talked about AI. Not the team that has already automated everything it can. The team in the middle, sitting on challenges everyone has decided are just part of the job, and quietly suspecting at least one of them does not have to be.

  • CFOHas a list of reports and reconciliations that take more hours than they should. Wants to know which ones AI can actually carry, designed on paper.
  • COOHas bottlenecks the operation has learned to work around. Wants to know which ones are solvable now, not in a vision deck.
  • RC VPOwns revenue cycle workflows that have resisted every prior automation attempt. Wants to work through a what-if scenario with someone who knows what AI can do today.
  • Supply ChainSitting on procurement and inventory challenges that have been called unsolvable for years. Wants them tested against current capability.
  • Finance OpsClose, reconciliation, reporting. The work everyone assumes has to stay manual. Often the clearest what-if opportunity in the room.

Is this your team?

If your leadership team has a shared list of challenges that have been declared unsolvable, the workshop is built for you. The reason most teams carry those problems for years is not that they are truly unsolvable. It is that no one has worked through a what-if scenario with a current map of what AI can do.

This is a fit if
  • You have problems everyone has given up on
  • Prior automation attempts did not reach them
  • Your team suspects at least one is solvable now
  • You want a real automation designed, not a recommendation
  • You want to find out in one session, not a six-month study
The Promise

The workshop pays for itself in one solved challenge. You will leave with at least one problem you walked in thinking was unsolvable, now designed as a working AI automation. If by the end of the session your team cannot point to that, you do not pay.

Bring It In

Bring the workshop to your team

Schedule a short call to shape the session around the challenges you want to put on the table, and the team you want in the room.

Schedule a Workshop Call

Prefer to start smaller? Take the three-minute readiness assessment first.